... in Orange County”?  Would you rely on a list that ranks the best financial advisors? In nearly every aspect of our lives we rank products or services and take pride if we are associated with or use ...

... take more stock (pun intended) in the S&P 500. One last pet peeve on advisors or newscasters reporting the markets is when you hear them report the daily numbers it’s typically how the Dow did and how ...

... hild's name. How about the supposed statistic that 85% of Registered Investment Advisors do not like 529 Plans? Well, consider us one of the 15% that love them. Some of the advisors that don't "like" 529' ...

... advisors. Many investors view the stock market as a never ending roller coaster ride and this could not be farther from the truth. Don’t allow yourself to be taken for a ride; take control and get ...

... pontificate which asset classes and what specific stocks may outperform their respective benchmarks over the next year. We happen to be avid sports and hoops fans but as financial advisors we’re joining ...

... e 3,000 financial advisors in attendance. We point this out not to "pound our chest" but to reiterate and educate our clients on our unique offering amongst a "sea of sameness" in the investment world. ...

...  advisors haven't really changed the "hard science" behind how and why they allocate portfolios the way they do. At My Portfolio Guide, LLC we are taking a fresh look at Modern Portfolio Theory and see  ...

... does all this have to do with financial advisors. Well…like many parents of younger children I was asked what I’m going to dress up as. I always joke with friends that I’m going to wear my usual costume ...

Financial advisors spend much of their time helping clients accumulate money. But when the client turns 70 1/2 years old, he has to start taking required minimum distributions (RMDs) and a wealth ...

... of financial advisors. Financial advisors are granted admission into WiserAdvisor (www.wiseradvisor.com) based on their credentials and qualifications. All members offer their services to investors with ...

...  for now please take a peek at the merits of Tactical Asset Allocation. Investors and their advisors have one ultimate goal–to achieve acceptable risk-adjusted returns. The term risk-adjusted co ...

... even when the overall economy is suffering. Q: What are some of the metrics advisors should consider when they’re evaluating REITs on behalf of clients? A: Dividend history is a big deal. Federal Realty, ...

... outperform actively managed mutual funds and most advisors trying to pick the next great stock. In this case, however, my money is that AMT enjoys their lower beta of 0.60% and continues to be a solid ...

How many people enjoy telling you how they are wrong about something? Furthermore, how many investment advisors are willing to admit they ever made a bad call or one that was either premature or too late? ...

... we’re flat out wrong we actually did better than most for 2011 even if we do rally to new highs. The old adage of “Pigs get fat and hogs get slaughtered” truly applies here. Some investment advisors will ...

... rn off your television and don't let "news" dictate your emotions. As advisors and students of financial history, we know that investors hate uncertainty. While most of us understand that only legen ...

... e ever seen. Early on this year, I was spot-on accurate during our recent voyage and saw we had some serious troubles ahead. Fast forward a few more months and you will now read what 99.9% of all adviso ...

... rd to the potential upside that it could bring. Agree! Where we differ from most advisors, is that there are times and certain market conditions that signal moments and cycles of opportunity for taking  ...

As we head into the second quarter of 2011 there are more and more articles and viewpoints that basically counter each other. A growing trend, and in my opinion, a surprisingly fearful number of advisors, ...

...  advisors incorrectly lump the two asset classes (small and mid) together but for the sake of this illustration I will join them! Instead of choosing Sector ETF’s (Exchange Traded Funds) for this asse ...